Manual document processes are one of those everyday business headaches that slowly eat away at your team’s time, accuracy, and bottom line. For organizations using Microsoft Dynamics 365, these inefficiencies often go unnoticed — until deals stall, errors multiply, and operating costs creep higher.
Did you know that at least 20% of customer documents still rely on manual copy-paste between Word and CRM data? That means slower approvals, frustrated teams, and mistakes that could have been avoided.
In our on-demand webinar, we reveal exactly where these hidden costs appear – and how DocumentsCorePack (DCP) eliminates them with smart automation and seamless Dynamics 365 integration.
The Problem: Manual Document Processes Drain Time and Create Risk
Across industries — from manufacturing and financial services to nonprofits and higher education — document workflows remain surprisingly manual. Sales quotes, contracts, invoices, executive summaries, and even donation receipts often rely on cut-and-paste work between Word templates and CRM data.
The consequences:
- Errors and inconsistencies creep into quotes, contracts, and reports.
- Formatting issues delay approvals and confuse customers.
- Sales and service teams lose valuable hours to repetitive tasks that could easily be automated.
The result? Slower deal cycles, frustrated teams, and operational costs that quietly climb over time.
The Smarter Way: End-to-End Document Automation with DCP
DocumentsCorePack (DCP) is an end-to-end document solution for Dynamics 365 and Power Platform. It eliminates manual work while keeping flexibility and control.
1. Design
Using a Word-based template designer, teams can build dynamic, standardized templates that pull in real-time data from Dynamics 365 or Dataverse.
- No relationship limits — you can include any related tables or data sources.
- Conditional logic, calculated fields, and formatting controls enable powerful customization.
- Templates can handle complex scenarios, such as dynamic product tables or nested legal clauses.
2. Generation
Once templates are set up, end users can generate polished documents with a single click.
- Convert Word files to PDF automatically.
- Send documents via email, save to SharePoint, or prepare for eSignature with Adobe Sign, DocuSign, or AssureSign.
- Embed dynamic images, signatures, and user-specific data seamlessly.
3. Automation
Any one-click action can also become a fully automated Power Automate flow. For example:
- Trigger invoice generation when a quote is activated.
- Send contracts automatically for eSignature.
- Generate and save documents when records are updated — no user interaction required.
This combination of template design, document generation, and automation transforms document handling from a bottleneck into a competitive advantage.
Real-World Scenarios: From Quotes to Donations
The webinar showcased several practical use cases that highlight DCP’s flexibility:
- Sales quotes: A predefined one-click action generates a quote PDF, attaches it to an email, applies a dynamic email body template, and saves everything to SharePoint — instantly.
- Contracts and NDAs: Conditional logic allows a single template to handle multiple legal scenarios (e.g., governing law clauses for different regions) without needing separate templates.
- Nonprofit donations: Using Power Pages, DCP can generate personalized receipts triggered by form submissions, all stored and tracked in Dataverse automatically.
In each case, what used to be multi-step, error-prone workflows are now streamlined, automated processes that improve speed, accuracy, and customer experience.
Future-Ready: DCP Meets Copilot
Looking ahead, DCP is also integrating with Microsoft Copilot. Instead of clicking through dialogs, users are able to generate documents through natural language prompts directly in Dynamics 365.
Imagine saying:
“Generate an invoice as PDF.”
And moments later, the invoice is created, stored in SharePoint, and ready to send — all powered by the same DCP templates and automation behind the scenes.
Easy to Try, Easy to Deploy
DocumentsCorePack is available as a full-featured 14-day trial through Microsoft AppSource or directly via mscrm-addons.com here.
- The trial includes complete support.
- Anything built during the trial can be carried into production.
- No functionality is lost when moving from trial to paid use.
Whether you start with one template or automate your entire document lifecycle, DCP adapts to your pace — and delivers ROI quickly.
See it in Action!
Watch the full on-demand webinar: Why Manual Document Processes Are Costing You More Than You Think + How DCP Fixes That.